Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Crln E Mid Cap Gr R6 Registered investment company in their Schedule of Assets, totaling $56.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KILPATRICK TOWNSEND & STOCKTON LLP KILPATRICK TOWNSEND & STOCKTON LLP DEFINED CONTRIBUTION PLANS MASTER TRUST | ATLANTA GA | — | $692.9M | $30.5M |
| 2 | LENNOX INTERNATIONAL INC. LENNOX INTERNATIONAL 401(K) MASTER TRUST | RICHARDSON TX | — | $837.3M | $19.0M |
| 3 | CODEXIS, INC. |
REDWOOD CITY CA |
| 193 |
| $56.1M |
| $2.3M |
| 4 | JH KELLY HOLDINGS LLC JH KELLY HOLDINGS LLC NON-UNION 401(K) AND PROFIT SHARING PLAN | LONGVIEW WA | 320 | $85.6M | $1.8M |
| 5 | FINANCIAL PARTNERS CREDIT UNION FINANCIAL PARTNERS CREDIT UNION EMPLOYEES' 401(K) SAVINGS PLAN | DOWNEY CA | 294 | $38.1M | $1.2M |
| 6 | JH KELLY HOLDINGS LLC JH KELLY HOLDINGS LLC UNION 401(K) PLAN | LONGVIEW WA | 203 | $36.9M | $798K |
| 7 | PARAMETRIC SOLUTIONS INC. PARAMETRIC SOLUTIONS INC. 401(K) PROFIT SHARING PLAN AND TRUST | JUPITER FL | 136 | $27.3M | $377K |
| 8 | YOUNG LIVING HOLDINGS, LLC YOUNG LIVING HOLDINGS, LLC | LEHI UT | 820 | $83.3M | $370K |
| 9 | ZIMENO, INC DBA MONARCH TRACTOR MONARCH TRACTOR 401K PLAN | LIVERMORE CA | 154 | $4.1M | $10K |
| 10 | CLEVER INC. CLEVER INC. 401(K) PLAN | SAN FRANCISCO CA | 218 | $21.4M | $4K |
